Logan Stone Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Logan Stone Capital’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.29M	Buy	+140,725	New	+$4.38M	0.91%	14
2025 Q4	–	Sell	-186,186	Closed	-$5.89M	–	163
2025 Q3	$5.89M	Buy	+186,186	New	+$5.85M	2.67%	9
2023 Q2	–	Sell	-60,171	Closed	-$1.88M	–	172
2023 Q1	$1.88M	Buy	+60,171	New	+$1.93M	0.74%	43

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Logan Stone Capital's PFF Position: Q2 2026 in Review

Logan Stone Capital opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q2 2026: 140,725 shares worth $4.29M. The stake represents 0.91% of the portfolio and ranks #14 among its holdings. This is a return to the name: Logan Stone Capital previously reported a position in PFF as recently as Q3 2025.

Logan Stone Capital first reported a position in PFF in Q1 2023 and has held it in 3 quarters since. The position peaked at $5.89M in Q3 2025. 967 funds tracked by Wall St. Rank hold PFF as of Q2 2026.

Logan Stone Capital held 140,725 shares of iShares Preferred and Income Securities ETF worth $4.29M as of Q2 2026.
iShares Preferred and Income Securities ETF was a new Logan Stone Capital position in Q2 2026.
iShares Preferred and Income Securities ETF made up 0.91% of Logan Stone Capital's portfolio in Q2 2026, its #14 holding.
Logan Stone Capital first reported a position in iShares Preferred and Income Securities ETF in Q1 2023 and has held it in 3 quarters since.
Logan Stone Capital's iShares Preferred and Income Securities ETF position peaked at $5.89M in Q3 2025.
967 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.